Action List

The Action List displays:

• Actions done by users of the system
• Outstanding actions (i.e. actions that are yet to be done).

You can change the display to show:

• Actions by/assigned to any user of the system, your own actions, or everyone;
• A date range - specify how many days in the past/future you want to see;
• Actions done, actions outstanding, or a mixture of the two.

These display options can be accessed by changing the drop-down boxes across the top of the Action List, then clicking the "List Again" button to display your newly-selected options.

Setting up your Action List

A good configuration is to set the display so that it shows your own actions, 7 days past and future, and "Outstanding Actions Only". This means the Action List functions as your task list.

You can change your default Action List settings by clicking on the link saying "User Options for" followed by your user name, which is displayed at the top of the screen next to the date.

File:AL 1.png

Then, on the "Referrals/Actions Settings" tab, change the relevant options.

File:Office AL 3.png

Here you can also decide whether the list should be ordered in descending order (newest items on top) or ascending order (newest items at the bottom).

Examples of use

If you configure the Action List as suggested above, it will function as a task list, showing work due to be done by you (either that you have set for yourself to do, or that other people have set for you). In addition, if you set the Action List as your home page (the first page you see when you log in), this means you will always see your task list as soon as you log in.

The relevant option to set your own home page is found in the Edit User Details page, accessible from the link at the top of every page;

File:AL 1.png

You can then set your home page from the "General User Details" tab.

File:AL 2.png

Example display of Action List items

Some typical entries on your Action List might look like this:

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• The first column shows the reference number for this referral (chain of actions) - each referral has its own unique reference number.
• The next column shows the due date for this action.
• The client to whom the action relates is displayed - you can click on their name to see their Client Details screen.
• The "Quick View" link will display a summary of the work done/needed. Hovering the mouse pointer will display a summary, and clicking on the link will show details of the referral along with the actions that have been done and those that are outstanding.
• The next column shows details of the work that was done, or is to be done. If there is a lot of text, the system will shorten it and display a red arrow which you can click to expand the display.
• The person who the work has been assigned to is displayed;
• The date the work was done is shown. In the case of outstanding actions, i.e. work which is not yet done, this column will be blank.
• The Project that the action relates to is shown
• The person who entered the work is also displayed
• Finally, if this is an outstanding action, an "Update" button will be displayed, which will take you directly to the entry screen to log the fact that this action has been done.